Adding agent relationships to students

A relationship must exist before an agent can invoice for introducing the student to your organisation and enrolling them in one or more of your courses. There are two methods of adding a student-agent relationship:

• Relations tab of Current Student Maintenance. This is the traditional method of adding a relationship.
• Agent tab of Course Details Maintenance. This method has been added to speed up the process.

  Tip: You can launch the Course Details Maintenance window from the button on the Course Maintenance - Students tab.

Relations tab of Current Student Maintenance

To add a relationship from a current student to an agent, using the Relations tab:

1. Open the Relations tab of the Current Student Maintenance window. See Current Student Maintenance - Relations tab in the Current students manual.

   The Relations tab of the Current Student Maintenance window is displayed.

   

2. Click .

   The Create New Relationship - Name window is displayed.

   

3. Enter information about the agent.

   Tip: If you know the agent's Synergetic ID, select Use existing ID and type the identifier into the ID field.
   

4. Click .

   The Possible Name Match Found window is displayed.

   

   Note: If the agent does not exist, create a community member and a creditor; the latter with a Category of Agent on the Account tab. See Creditor Maintenance - Account tab in the Creditors manual.
   

5. Select the agent, if not already done.
6. Click .

   The Create New Relationship - Select Relationship window is displayed.

   

7. Select Agent from the drop-down list.

   

8. Click .

   The agent relationship is added to the Relations tab.

   

Agent tab of Course Details Maintenance

To add a relationship from a current student to an agent, using the Agent tab:

1. Open the Agent tab of the Course Details Maintenance window. See Course Details Maintenance - Agent tab in the Current students manual.

   The Agent tab of the Course Details Maintenance window is displayed.

   

2. Click .

   The Create Agent Relationship window is displayed.

   

   Note: The creditors shown have a Category of Agent set on the Account tab. See Creditor Maintenance - Account tab in the Creditors manual.

3. Select the agent from the drop-down list.
4. Click .

   The relationship from the student to the agent is added.

5. You can check the relationship on the Relations tab of Current Student Maintenance. See Current Student Maintenance - Relations tab in the Current students manual.

Last modified: 29/09/2014 1:35:56 PM

© 2015 Synergetic Management Systems. Published 6 May 2015.